UBS Group’s AlTi Global ALTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
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|
2025
Q1 | $926K | Sell |
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|
2024
Q4 | $1.87M | Buy |
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|
2024
Q3 | $60.2K | Buy |
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|
2024
Q2 | $54.1K | Sell |
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|
2024
Q1 | $162K | Sell |
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|
2023
Q4 | $265K | Buy |
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|
2023
Q3 | $100K | Buy |
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|
2023
Q2 | $28K | Buy |
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|
2023
Q1 | $4.5K | Sell |
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|
2022
Q4 | $4.68K | Sell |
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|
2022
Q3 | $19K | Buy |
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|
2022
Q2 | $15K | Sell |
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|
2022
Q1 | $28K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3K | Buy |
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